Who's a bigger customer for TSMC – Nvidia or Apple?
Nvidia is set to become as large a customer as Apple (NASDAQ:AAPL) for Taiwan Semiconductor Manufacturing Co this year, as the chipmaker’s AI-driven growth accelerates.
The Chips Act may be dead. That’s another big hurdle for semiconductor stocks.
Moves expected by the Trump administration to gut a key government scientific agency could bring another challenge for semiconductor and chip-equipment companies — and their stocks.
Apple's In-House Modem Chip Sparks Qualcomm Concerns: 3 ETFs With Key Exposure
Apple's move to develop its own modem chips has investors closely watching Qualcomm in the semiconductor industry. ETFs with exposure to Qualcomm are noteworthy for tracking sector developments.
Apple Stock: A Smarter AI Play Than Nvidia?
Semiconductor stocks have been among the biggest winners from the generative AI boom, as tech companies scramble to secure as ...
If You Only Own the Vanguard S&P 500 ETF, You're Missing Out on This Brilliant Artificial Intelligence (AI) Semiconductor Stock
So, TSMC presents a less volatile option than individual chip designers when it comes to investing in AI. At a valuation of ...
Tech war: ex-Apple engineer returns to China to teach about semiconductors at alma mater
A Chinese engineer who worked on semiconductors at Apple has returned home to teach at his alma mater in Wuhan, capital of ...
Apple's iPhone SE 4 To Feature TSMC's In-House 5G Modem, But It May Lag Behind Qualcomm's Snapdragon X75
Apple is set to introduce its first in-house 5G modem, built by TSMC, in the iPhone SE 4, but reports suggest it may lack ...
Digi Times6d
Weekly news roundup: Apple makes manufacturing pivot; Chinese IC firms may shift 14nm orders to SMIC
Chinese foundries, led by SMIC and Hua Hong Semiconductor, have aggressively expanded mature-node production, causing ...
Apple’s China focus thrusts it into center of geopolitical fight
Apple won an exemption to iPhone tariffs during the last Trump administration by arguing that Samsung would benefit. It's ...